+17.0%
NEE vs ASX
+464.2%
-447.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.6% | -8.7% | -0.5% |
| 7D | +2.2% | -12.3% | +14.4% | +2.7% |
| 30D | +12.3% | -26.0% | +38.2% | +13.8% |
| 3M | +3.4% | -8.1% | +11.5% | +3.1% |
| 6M | -5.3% | +1.4% | -6.7% | -7.0% |
| YTD | +10.6% | +115.6% | -105.0% | +1.0% |
| 1Y | +6.5% | +128.0% | -121.6% | -3.3% |
| 3Y | +73.5% | +371.4% | -297.9% | +39.9% |
| 5Y | +17.0% | +469.4% | -452.4% | -12.3% |
| All | +17.0% | +464.2% | -447.2% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling